Location: Trexlertown, PA
ABOUT THE JOB (JOB BRIEF):
Become the primary provider of investment services to KeyBank Community Bank clients by providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.
ESSENTIAL JOB FUNCTIONS:
Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals by working book of business, lead lists, and closing on referrals. Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities, and learn the core bank products to generate referrals back to the Community Bank where appropriate. Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching of branch personnel, client management, service delivery and other resources in order to maximize needs- based sales production. Maintain responsibility for coaching and mentoring licensed KeyBank Relationship Managers to sell investment/annuity products to new and existing clients. Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.
FINRA Series 7, 63, 65 or 66 and state life & health insurance license. High School Diploma or equivalent work experience. Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong customer focus. Ability to work as a team member. Ability to use: standard office equipment, proprietary financial services systems.
Minimum licenses to be hired: Series 7, 63, state life and health insurance licenses. In the event you do not hold the 65 or 66 at the time of hire, it will become a condition of your continued employment with KIS which will need to be obtained within the time frame specified in your Offer Letter. Failure to timely obtain licenses may result in termination of employment.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.